Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341B
AUM Growth
+$30.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,119
New
Increased
Reduced
Closed

Top Buys

1 +$336M
2 +$287M
3 +$279M
4
MSFT icon
Microsoft
MSFT
+$277M
5
MA icon
Mastercard
MA
+$261M

Sector Composition

1 Technology 17.5%
2 Healthcare 13.84%
3 Financials 13.23%
4 Industrials 11.1%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
$202K ﹤0.01%
97,190
-493
3527
$202K ﹤0.01%
79,667
+5,380
3528
$202K ﹤0.01%
148,749
-753
3529
$202K ﹤0.01%
40,904
-207
3530
$201K ﹤0.01%
46,237
+21,094
3531
$200K ﹤0.01%
82,661
+47,554
3532
$195K ﹤0.01%
1,331
-21,120
3533
$194K ﹤0.01%
37,734
-17,153
3534
$194K ﹤0.01%
126,848
-645
3535
$194K ﹤0.01%
83,198
+14,018
3536
$193K ﹤0.01%
13,949
+1,621
3537
$193K ﹤0.01%
2,784
-12,766
3538
$193K ﹤0.01%
+30,618
3539
$192K ﹤0.01%
22,216
+10,034
3540
$191K ﹤0.01%
1,710
-26,770
3541
$191K ﹤0.01%
10,150
-968
3542
$190K ﹤0.01%
9,222
-912
3543
$188K ﹤0.01%
+13,047
3544
$187K ﹤0.01%
34,276
-73
3545
$187K ﹤0.01%
8,096
+473
3546
$185K ﹤0.01%
17,685
-85,283
3547
$185K ﹤0.01%
15,438
+1,517
3548
$185K ﹤0.01%
105,751
-534
3549
$185K ﹤0.01%
12,679
-1,496
3550
$184K ﹤0.01%
88,020
-447